Congress Wealth Management LLC DE Sells 2,802 Shares of iShares ESG Select Screened S&P Mid-Cap ETF (BATS:XJH)

Congress Wealth Management LLC DE reduced its stake in iShares ESG Select Screened S&P Mid-Cap ETF (BATS:XJH) by 20.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 10,884 shares of the company’s stock after selling 2,802 shares during the period. Congress Wealth Management LLC DE’s holdings in iShares ESG Select Screened S&P Mid-Cap ETF were worth $455,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. Larson Financial Group LLC boosted its stake in iShares ESG Select Screened S&P Mid-Cap ETF by 32.0% in the 3rd quarter. Larson Financial Group LLC now owns 2,199 shares of the company’s stock worth $93,000 after purchasing an additional 533 shares during the period. D.A. Davidson & CO. boosted its position in shares of iShares ESG Select Screened S&P Mid-Cap ETF by 11.7% in the third quarter. D.A. Davidson & CO. now owns 22,584 shares of the company’s stock valued at $955,000 after acquiring an additional 2,363 shares during the period. Integrated Wealth Concepts LLC purchased a new position in iShares ESG Select Screened S&P Mid-Cap ETF during the third quarter valued at approximately $203,000. Urban Financial Advisory Corp bought a new stake in iShares ESG Select Screened S&P Mid-Cap ETF during the 3rd quarter worth approximately $101,000. Finally, Coldstream Capital Management Inc. lifted its stake in iShares ESG Select Screened S&P Mid-Cap ETF by 8.1% in the 3rd quarter. Coldstream Capital Management Inc. now owns 29,038 shares of the company’s stock worth $1,228,000 after purchasing an additional 2,186 shares in the last quarter.

iShares ESG Select Screened S&P Mid-Cap ETF Price Performance

Shares of BATS:XJH opened at $38.98 on Friday. The firm has a fifty day moving average price of $41.63 and a two-hundred day moving average price of $42.43. The company has a market cap of $251.42 million, a price-to-earnings ratio of 18.43 and a beta of 1.12. iShares ESG Select Screened S&P Mid-Cap ETF has a one year low of $37.52 and a one year high of $46.00.

iShares ESG Select Screened S&P Mid-Cap ETF Company Profile

The iShares ESG Screened S&P Mid-Cap ETF (XJH) is an exchange-traded fund that mostly invests in mid cap equity. The fund tracks a market-cap weighted index of US mid-caps screened for sustainability and excluding those with exposure to certain controversial business activities. XJH was launched on Sep 22, 2020 and is managed by BlackRock.